TeamworkOur Team Approach
Despite our decades of experience, our full-service team starts with you. We consider our clients to be a part of the team.
Our fiduciary advisors take a unique approach, getting to know you personally. Your portfolio is then custom-tailored to your specific goals and timeline, ensuring a personalized and effective financial plan.
Charity Spotlight:
As a safe haven for children and adults escaping domestic abuse, the Sojourner Center is close to our hearts.
Giving BackOur Community
“We make a living by what we get. We make a life by what we give.”
~ Winston Churchill
We are located in Scottsdale, Arizona, and prioritize hiring local vendors. Our mission includes giving back to the communities where our offices are situated through charity drives and encouraging our employees to volunteer.
Ready To Be Your Financial GuideOur Growing Presence
Trajan serves clients through a growing network of over 40 offices across the U.S. and employs more than 100 team members. Find an office near you →
Get To Know UsMeet The Team
Trajan Wealth Timeline
Although we are named after a Roman emperor and take a long-term view on investing, Trajan Wealth was founded in 2012. That’s right; just 2012. What can we say? We are dedicated to being exceptional and fostering growth.
